DAF Application

EntityIndividual501c3
Donor Advised Fund Application

To open a donor advised fund with MSC, please complete the application below.
Advised Fund Application

To open an advised fund with MSC, please complete the application below.
Name Your Donor Advised Fund
Choose a name for your donor-advised fund. You can name it for your organization (The ABC Corporation Fund or The ABC Foundation), in memory of someone, or for a particular charitable purpose (The ABC Education Fund).
Name Your Advised Fund
Choose a name for your advised fund. You can name it for your organization (The ABC Corporation Fund or The ABC Foundation), in memory of someone, or for a particular charitable purpose (The ABC Education Fund).
Fund Name*
Primary Charitable Purpose *
Traditional GrantsRecoverable GrantsLow Interest LoansEquity InvestmentsImpact Investments*
* Whereas MSC does not yet offer impact investment solutions for our Advisors, we may recommend other mission-aligned sponsors doing such work.
Entity Information
Please provide information about the organization (the "entity") establishing this donor advised fund.
Entity Name*
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
State of Incorporation*
EIN*
CorporationPartnershipLLCTrustPrivate Foundation
Primary Contact

The Primary Contact must be an officer or employee of the Entity. The Primary Contact will be authorized to request distributions from the advised fund and will be required to sign an advised fund agreement. The Primary Contact must also provide evidence of the individual’s appointment as a the primary (e.g. a board resolution, operating agreement, or other organizational document).
Primary Contact*

First NameLast Name
Entity Officer
An officer of the Entity will be required to sign a donor advised fund agreement and provide evidence of the individual’s appointment as an officer (e.g. a corporate resolution, operating agreement, or other organizational document through which officers are appointed). For trusts, the trustee(s) must sign the donor advised fund agreement and provide a copy of the trust agreement or a trust certification that identifies all trustees and confirms the trustee’s authority to make distributions from the trust to Movement Strategy Center.
Entity Officer Name*

First NameLast Name
Title*
Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Officer/Trustee Authorization Documentation*

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Donor Contact Information

Please also provide the name and contact information for an individual to serve as the Primary Donor below. The individual listed as the Primary Donor will be the primary contact for all communications related to the DAF and will be assumed to have advisory rights with respect to the DAF unless MSC is informed otherwise in writing. You must also name one Primary Advisor, which may be a donor or other individual (see below). If you would like to name other donors as Additional Advisors, you may do so below.
Name*

First NameLast Name
Title
She/HerHe/HimThey/Them
Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Date of Birth*

MonthDayYear
Date
The above primary donor will also be the primary advisor.The donor advised fund will be advised by someone other than the primary donor.
MSC will create login credentials for this advisor using the email address above. Once your intial contribution is received, you will be provided with a temporary password and login instructions.
Security Question*
Answer*
Primary Contact Authorization Documentation*

Cancelof
Primary Advisor*

First NameLast Name
Date of Birth

MonthDayYear
Date
Title
She/HerHe/HimThey/Them
Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Relationship to Donor*
Additional Fund Contacts

If you would like to provide additional individuals with access to the DAF, please provide that information below.
I do not wish to add any additional fund contacts.Additional Advisor: This individual will have full access to view fund information and recommend grants.Successor Advisor: This individual will have no access the fund until all the current Advisors become unable to advise on the fund.Charitable Remainder Beneficiary: In lieu of a Successor Advisory, you may wish to designate the balance of the fund to a nonprofit organization when all Advisors can no longer advise on the fund.Primary Financial Advisor: The donor or advisor's financial advisor. This individual will have access to view fund information and request grants on the donor/advisor's behalf.Interested Party: This individual will have view only access to fund information.
Name*

First NameLast Name
Date of Birth

MonthDayYear
Date
Title
Organization Name*
Organization EIN
She/HerHe/HimThey/Them
Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Relationship to Donor*
I do not wish to add any additional fund contacts.Additional Advisor: This individual will have full access to view fund information and recommend grants.Successor Advisor: This individual will have no access the fund until all the current Advisors become unable to advise on the fund.Charitable Remainder Beneficiary: In lieu of a Successor Advisory, you may wish to designate the balance of the fund to a nonprofit organization when all Advisors can no longer advise on the fund.Primary Financial Advisor: The donor or advisor's financial advisor. This individual will have access to view fund information and request grants on the donor/advisor's behalf.Interested Party: This individual will have view only access to fund information.
Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Organization Name*
Organization EIN
Title
She/HerHe/HimThey/Them
Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Relationship to Donor*
I do not wish to add any additional fund contacts.Additional Advisor: This individual will have full access to view fund information and recommend grants.Successor Advisor: This individual will have no access the fund until all the current Advisors become unable to advise on the fund.Charitable Remainder Beneficiary: In lieu of a Successor Advisory, you may wish to designate the balance of the fund to a nonprofit organization when all Advisors can no longer advise on the fund.Primary Financial Advisor: The donor or advisor's financial advisor. This individual will have access to view fund information and request grants on the donor/advisor's behalf.Interested Party: This individual will have view only access to fund information.
Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Organization Name*
Organization EIN
Title
She/HerHe/HimThey/Them
Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Relationship to Donor*
Authorized Advisors
Identify up to two individuals who are authorized by the Entity to transact business with Movement Strategy Center on behalf of the Entity. Each individual identified below will have the authority, acting alone, to view all donor advised fund information, recommend grants and investments, and sign contribution agreements and other documentation related to the donor advised fund on behalf of the Entity. Each individual will remain an Authorized Advisor to the donor-advised fund until such time as Movement Strategy Center receives written notice from an officer of the Entity revoking this authorization.
Name*

First NameLast Name
Title*
Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Date of Birth*

MonthDayYear
Date
MSC will create login credentials for this advisor using the email address above. Once your intial contribution is received, you will be provided with a temporary password and login instructions.
Security Question*
Answer*
Add Another Advisor
Name*

First NameLast Name
Title*
Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Date of Birth*

MonthDayYear
Date
Initial Contribution

Please provide information about your initial contribution to the fund.
Expected date of initial contribution*

MonthDayYear
Date
Asset Type
Please indicate the amount of the initial contribution you intend to make to establish the fund (minimum of $5,000)*
Please indicate the total estimated value of the initial contribution you intend to make to establish the fund (minimum of $5,000)*
Please provide the details of the assets you intend to transfer*
Please describe the assets you intend to contribute.
Investment Options

Please select your preferred investment allocation. You may direct your DAF to be invested in a maximum of 2 asset pools. Click here for more information about MSC's Donor Advised Fund Investment Options.
Investment Options

Please select your preferred investment allocation. You may direct your advised fund to be invested in a maximum of 2 asset pools.
Investment Options*
Investment Option Calculation
Please ensure that investment percentages total to 100%.
Additional Contributions
Please indicate any other cash or non-cash contributions you hope to make to the DAF once formed, whether in the short-term or long-term (including publicly traded securities, other securities, real property, personal property or other).
Would you like to make an additional contribution to support the Movement Strategy Center’s general fund? When you give in support of MSC’s general fund, you are helping to meet the needs of our network today and supporting our movement infrastructure as MSC continues to work together with our partners towards a world of interdependence, liberation, and resilience.
Yes, I would like an MSC staff member to contact me about making an additional gift to the MSC general fund in the following amount: $Number.
Not at this time.
I have remembered MSC in my estate plans.I would like more information on how to include MSC in my estate plans.
By submitting this application, I understand that any contribution or donation I make to MSC, once accepted by MSC, represents an irrevocable and nonrefundable gift to MSC. I further understand that MSC’s Board of Directors has variance power and ultimate discretion and control over all funds and assets held in the Donor-Advised Fund, if created. I certify that, to the best of my knowledge, all information presented in connection with this Application is accurate and complete and agree to notify Movement Strategy Center promptly of any changes.
By submitting this application, I understand that any contribution or donation I make to MSC, once accepted by MSC, represents an irrevocable and nonrefundable gift to MSC. I further understand that MSC’s Board of Directors has variance power and ultimate discretion and control over all funds and assets held in the Advised Fund, if created. I certify that, to the best of my knowledge, all information presented in connection with this Application is accurate and complete and agree to notify Movement Strategy Center promptly of any changes.
Submission Date

MonthDayYear
Date
Initial Donation as Currency
Advised Fund Language
Should be Empty:

Donor Advised Fund Application

Advised Fund Application

MSC will create login credentials for this advisor using the email address above. Once your intial contribution is received, you will be provided with a temporary password and login instructions.

MSC will create login credentials for this advisor using the email address above. Once your intial contribution is received, you will be provided with a temporary password and login instructions.